If the order fulfilment mode is switched on, you have the option to ship each line within an order from different locations or raise a Purchase Order from different suppliers.
Setup and requirements
Accuracy
To make the best use of order fulfilment you will need to maintain an accurate stock system. Each product will need to be assigned to one or more suppliers in order to raise Purchase Orders directly from the Sales Order.
Data management
If you wish you may upload a price list from each supplier, which contains the SKU and price breaks for that particular supplier. This will allow you to choose the cheapest fulfilment option for any Sales Order. If you do not have supplier prices to hand, or do not wish to manage this extra data, you can still fulfil orders using the default cost price as stored in your product database.
To fulfil an order
When in the order edit screen, click the "fulfil" button. You will be taken to a screen which prompts you to choose a fulfil method for each of the products on the order. You may wish to ship all products from your warehouse, all products from supplier(s), or a mix of the two. For each supplier chosen, a Purchase Order will be created, and for each warehouse chosen, a Packing Note will be created.
Updating stock
Pearl will follow these rules;
An order has no Purchase Orders or packing notes raised
You will be given the option to update the stock in one go by clicking the "update stock" button. Note that even if the "update stock when posting to accounts" option is "on", Pearl will not update the stock so that you can choose to fulfil the order later if required.
Once an order has Purchase Orders or packing notes raised
The stock must be updated from within each packing note, and you will no longer have the option to update the stock for the entire order at once. Stock may only be updated once for each packing note.
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